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Administrator - Financial

3 months ago

Wakefield, Wakefield, United Kingdom Search Consultancy Full time

Are you ready to take the next step in your career ? Search partnered with a Wealth Management/Financial Planning company who are looking for a Customer Support Executive to join their experienced team.


The business provides professional financial advice and support to their clients dealing with things like investment planning, retirement planning, protection planning, corporate services etc...

The client is based in the Centre of Wakefield with good transport links and on-site parking too


They offer a competitive salary of £22k-£23k, 25 days off plus bank holidays and Monday to Friday working week You will also benefit from 9am-5pm shift pattern and the support of an experienced team behind you.

Day to Day Duties

  • Adviser Pipeline Management
  • Booking Client Appointments
  • Opening new cases on in house systems
  • Requesting Investment valuation updates
  • General administration tasks
  • Adviser Diary Management
Your Skills

  • Minimum 1 years experience PA/Administrative experience
  • Able to use MS Packages
  • A professional telephone manner, planning and communication skills
  • Computer literate essential